Gideon Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Gideon Capital Advisors’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,613	Closed	-$857K	–	392
2019 Q2	$857K	Buy	+5,613	New	+$839K	0.3%	129
2019 Q1	–	Sell	-2,529	Closed	-$332K	–	500
2018 Q4	$332K	Sell	2,529 -363	-13%	-$49K	0.14%	241
2018 Q3	$439K	Buy	+2,892	New	+$428K	0.21%	168
2018 Q2	–	Sell	-4,926	Closed	-$644K	–	477
2018 Q1	$644K	Buy	4,926 +2,523	+105%	+$344K	0.4%	67
2017 Q4	$328K	Buy	+2,403	New	+$316K	0.29%	136
2017 Q1	–	Sell	-2,907	Closed	-$261K	–	499
2016 Q4	$261K	Buy	+2,907	New	+$257K	0.17%	303
2016 Q1	–	Sell	-13,404	Closed	-$1.16M	–	224
2015 Q4	$1.16M	Sell	13,404 -5,943	-31%	-$514K	0.84%	39
2015 Q3	$1.44M	Buy	+19,347	New	+$1.7M	0.84%	33
2014 Q2	–	Sell	-20,934	Closed	-$1.38M	–	311
2014 Q1	$1.38M	Buy	+20,934	New	+$1.35M	0.76%	38

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's SHW Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Sherwin-Williams (SHW) in Q3 2019, closing a stake of 5,613 shares — an estimated $857K sold.

Gideon Capital Advisors first reported a position in SHW in Q1 2014 and held it in 9 quarters. The position peaked at $1.44M in Q3 2015. 997 funds tracked by Wall St. Rank hold SHW as of Q3 2019.

Gideon Capital Advisors reported no remaining Sherwin-Williams position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 5,613 Sherwin-Williams shares in Q3 2019, an estimated $857K.
Gideon Capital Advisors first reported a position in Sherwin-Williams in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's Sherwin-Williams position peaked at $1.44M in Q3 2015.
997 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.